Mercer Advisors

Mercer Advisors is honored to be named #1 on Barron’s 2024 Top 100 RIA Firms list! This year’s ranking is particularly meaningful because it reflects our commitment to being better, not just bigger. Click here for important information on the ranking methodology: https://buff.ly/3TuYzv6

We are excited to have collaborated with FreeWill as their first Estately platform customer. With Estately, we’ve broadened our reach and expanded our estate planning services, helping to make family wealth services more accessible to a wider audience. Learn more at WealthManagement.com.

TOMORROW: Don’t miss our webinar on the market outlook for Q4. Join our CIO, Donald Calcagni, as he discusses what investors need to know about hot topics in the U.S. economy. Register now: https://buff.ly/3XY68Mq

Executive Managing Director Laura Combs, CFP®, MBA believes in empowering both female investors and women in the wealth management industry through meaningful action, not just talk. In a recent InvestmentNews story, Laura shares how Mercer Advisors does this — through mentorship programs, financial education, and proactively including women in the financial planning process. Read more here:

Becoming an empty nester can be an exciting transition, but without proper financial planning, it may not provide more financial security. Explore 10 tips from Senior Wealth Strategist Jack McCloskey, CFP® to help establish financial security in this new phase of life. https://buff.ly/4hBHESb

Is it gold’s time to shine? Sr. Director of Investment Strategy, Will Rockett, CFA, explores the benefits and drawbacks of investing in gold. Discover more about this popular investment and the critical role of diversification. https://buff.ly/4dNJ9t3

Looking to buy or sell a home in the near future? Discover how the Federal Reserve’s recent rate cut could reshape the housing market! Director of Financial Planning Bryan Strike dives into the potential changes in affordability, buyer demand, and overall market trends. Don’t miss out on these valuable insights! Read more: https://buff.ly/4f4krWk

With discussions around a new BRICS currency from countries like Brazil and Russia, it’s crucial to consider the potential implications for the U.S. economy. Hear from Sr. Director of Portfolio Management, David Krakauer, on what this could mean for U.S. investors and the economy.

Reminder: You’re invited to tune into our webinar next week on the market outlook for Q4. Join our CIO Don Calcagni as he discusses key trends in the U.S. economy and what investors should know. Register now: https://buff.ly/3XY68Mq

Navigating the rules for inherited retirement accounts can be complex, but understanding the requirements for RMDs can help you manage the account effectively and avoid penalties. Learn more from Director Bryan Strike here.